Position in TSLA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,936,816
+$477,311 QoQ
Shares Held
9,360
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#1,355
of 4,264 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026IMA Advisory Services, Inc. holds $3,992,717 across 9 Auto Manufacturers names. TSLA ranks #1 (98.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
9,360 | $3,936,816 | |
| 2 | TM |
Toyota Motor Corp/
|
249 | $41,936 | |
| 3 | RACE |
Ferrari N.V.
|
13 | $4,839 | |
| 4 | HMC |
Honda Motor Co Ltd
|
133 | $3,605 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
|
165 | $2,862 | |
| 6 | GM |
General Motors Co
|
26 | $2,004 | |
| 7 | F |
Ford Motor Co
|
26 | $361 | |
| 8 | XPEV |
Xpeng Inc.
|
19 | $251 |
All Filings in TSLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,936,816 | 9,360 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,459,505 | 9,306 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,206,680 | 9,354 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,166,581 | 9,369 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,992,357 | 9,420 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,407,337 | 9,289 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,797,307 | 9,403 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,481,560 | 9,485 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,883,421 | 9,518 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,698,131 | 9,660 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,476,103 | 9,965 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,776,691 | 11,097 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $3,057,211 | 11,679 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,585,366 | 12,462 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $57,278 | 465 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $123,341 | 465 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $104,380 | 155 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $167,028 | 155 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $163,800 | 155 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $314,069 | 405 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $275,278 | 405 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $270,511 | 405 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $285,796 | 405 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $173,749 | 405 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,218,025 | 1,128 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $163,487 | 312 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||